We are live on ! Find out more

664 hedge funds and large institutions have $20.5B invested in PTC in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 277 increasing their positions, 239 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $35.8M | Put options by funds: $11.1M

16% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 239

13% more capital invested

Capital invested by funds: $18.2B → $20.5B (+$2.35B)

2.3% more ownership

Funds ownership: 97.39%99.69% (+2.3%)

0% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 80

1% less funds holding

Funds holding: 670664 (-6)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
664
Holders Change
-6
Holders Change %
-0.9%
% of All Funds
8.74%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.26%
New
80
Increased
277
Reduced
239
Closed
80
Calls
$35.8M
Puts
$11.1M
Net Calls
+$24.7M
Net Calls Change
-$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CPCPP
451
Canada Post Corporation Pension Plan
Canada
$342K +$61.2K +380 +24%
MAS
452
Meeder Advisory Services
Ohio
$341K -$26.6K -165 -8%
YIA
453
YHB Investment Advisors
Connecticut
$337K +$66.1K +410 +27%
VT
454
Vise Technologies
New York
$337K +$315K +1,953 New
SFI
455
Siemens Fonds Invest
Germany
$334K +$40.1K +249 +15%
MAM
456
Martingale Asset Management
Massachusetts
$332K -$322 -2 -0.1%
HI
457
Horizon Investments
North Carolina
$330K +$28.7K +178 +10%
FCP
458
Fidelis Capital Partners
Florida
$326K +$3.87K +24 +2%
QCG
459
Quadrant Capital Group
Ohio
$324K -$503K -3,119 -62%
UBP
460
Union Bancaire Privee
Switzerland
$315K +$145K +900 +94%
AWS
461
Aspen Wealth Strategies
Colorado
$314K -$57.7K -358 -16%
MS
462
Maven Securities
Jersey
$311K +$291K +1,804 New
JCM
463
Janney Capital Management
Pennsylvania
$307K -$35.8K -222 -11%
CL
464
Choreo LLC
Illinois
$297K +$278K +1,726 New
TPI
465
Trust Point Inc
Wisconsin
$296K -$81.9K -508 -23%
Mercer Global Advisors
466
Mercer Global Advisors
Colorado
$295K -$7.09K -44 -3%
CTC
467
Central Trust Company
Missouri
$293K -$73.3K -455 -21%
AAS
468
Avantax Advisory Services
Texas
$292K +$273K +1,694 New
S
469
SignatureFD
Georgia
$292K +$88.3K +548 +48%
AF
470
Aviso Financial
Ontario, Canada
$291K +$10.6K +66 +4%
GFP
471
Gryphon Financial Partners
Ohio
$291K +$272K +1,686 New
Connor, Clark & Lunn Investment Management (CC&L)
472
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$283K +$265K +1,645 New
SPC
473
Sigma Planning Corp
Michigan
$283K -$272K -1,686 -51%
GT
474
Greenleaf Trust
Michigan
$283K +$265K +1,642 New
MPM
475
MBB Public Markets
Illinois
$276K -$59.6K -370 -19%

PTC Hedge Fund Activity: Q2 2025 in Review

664 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PTC (PTC) for Q2 2025, worth a combined $20.5B — up 13% from $18.2B a quarter earlier.

Fund positioning in PTC was balanced in Q2 2025: 80 funds opened new positions, 80 closed out, 277 added to existing stakes and 239 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $106M. The largest seller was D.E. Shaw & Co, cutting an estimated $56.9M.

  • 664 institutional investors held PTC (PTC) as of Q2 2025, down from 670 in Q1 2025.
  • Funds reported $20.5B of PTC stock for Q2 2025, up 13% quarter-over-quarter.
  • 80 funds opened new PTC positions in Q2 2025 and 80 closed out, a net change of 0 holders.
  • The largest PTC buyer in Q2 2025 was Wellington Management Group, an estimated $106M added.
  • The largest PTC seller in Q2 2025 was D.E. Shaw & Co, an estimated $56.9M sold.

Based on aggregated 13F filings for Q2 2025.